Module 1. Introduction to Class

1. Module 1 Introduction to Class

2. Training Module Overview

• Overview
• Duration and Schedule
• Prerequisites
• Goals
• Materials
• Structure and Methodology
• Module Overview
Introduction
to Class
Slide 2
Module 1 – Introduction to Class

3. General Topics

• Kofax Capture 10
• Applications and Solutions
• Installation and Configuration
• Administration
• Operations
• New Features
• Best practices
• Product Certification
Slide 3
Module 1 – Introduction to Class

4. Prerequisites

• To get the most out of this class, you should have…
• Basic computer hardware/software knowledge
• Operational knowledge of Microsoft Windows (2000,
2003, XP, 7)
• Understanding of folders, files and attributes
• Navigational skills within Windows
• Working knowledge of client/server
• High-level understanding of relational database concepts
• No programming or specialized IT skills are required
Slide 4
Module 1 – Introduction to Class

5. Goals

By the end of this workshop, you will be able to:
• Accurately describe the capture process
• Install and setup Kofax Capture 10 in standalone and
client/server configurations
• Upgrade earlier versions to Kofax Capture 10
• Introduce new features in Kofax Capture 10
• Set up batch classes, document classes, and form types to optimize
efficiency and accuracy
• Create and process batches from Scan through Export
• Explain how Kofax Capture may be customized
• Pass the Kofax Capture 10 certification exam with a score of 80% or
higher
Slide 5
Module 1 – Introduction to Class

6. Materials

• Course Materials
• Student Guide (includes copies of instructor slides)
• Lab and Reference Guide (includes lab instructions and reference material)
• Software and Documentation
• Kofax Capture Product
• Product Documentation (PDF files)
• Evaluation Key
• Resource Flash drive
• Course Materials (in electronic format)
• Files and Databases for Labs
• Reference Material
• Handouts
Slide 6
Module 1 – Introduction to Class

7. Structure and Methodology

• Illustrated Lecture
• Via Microsoft PowerPoint presentations
• Instructor Demonstrations
• Instructor will demonstrate setup, processing and results
• Student Laboratory Exercises
• Students will install, configure, and use the product using
supplied lab instructions
Slide 7
Module 1 – Introduction to Class

8. Class Schedule

• Duration: Four and a half days
• Typical Mon – Thursday schedule:
• 8:30-10:00
• 10:00-10:15
• 10:15-11:30
• 11:30-12:30
• 12:30-2:00
• 2:00-2:15
• 2:15-4:30
Class
Break
Class
Lunch
Class
Break
Class
• Half day on Friday (concludes with exam)
Slide 8
Module 1 – Introduction to Class

9. Module Overview – Day 1

• Module 1
Introduction to Class
• Module 2
Kofax Capture Overview
• Module 3
Installing Kofax Capture
• Module 4
Scanner Configuration and Kofax VRS
Slide 9
Module 1 – Introduction to Class

10. Module Overview – Day 2

• Module 5
Administration and Basic Document Capture
• Module 6
Introduction to Data Capture
• Module 7
Automatic Zonal Data Extraction
• Module 8
Separation and Form Identification Profiles,
Zone Types, Multiple Form Types, Recognition
and Image Cleanup Profiles
Slide 10
Module 1 – Introduction to Class

11. Module Overview – Day 3

• Module 9
Batch Fields, Batch Totaling, OMR, Advanced
Recognition and Image Cleanup
• Module 10
Advanced Batch Class Properties, Database
Validation and Export, Batch Manager
• Module 11
Extending Kofax Capture
• Module 12
Advanced Forms Classification and Data
Extraction
Slide 11
Module 1 – Introduction to Class

12. Module Overview – Day 4

• Module 13
OCR Full Text and PDF Conversion
• Module 14
Quality Control and VRS QC Later
• Module 15
User Profiles, Tracking, Report Viewer
• Module 16
Customization Options
• Module 17
Batch Class Export and Import, Form Design
Slide 12
Module 1 – Introduction to Class

13. Module Overview – Day 5

• Module 18
Browser-based Operation
• Module 19
Available Resources
• Module 20
Kofax Capture Review
• Module 21
Certification and Testing
• Certification Exam
Slide 13
Module 1 – Introduction to Class

14. Let’s Go!

Slide 14
Module 1 – Introduction to Class